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Create a Lead Plus Payment Journey

Storefront and Products

2 min read

Create a Lead Plus Payment Journey

Set up the offer to use a Lead form before a separate offer, or a current Service or Appointment journey when price is already defined, then check the complete signed-out mobile journey before publishing.

Last updated 23 August 2026

This task changes what a customer sees or can buy on a public Selstack journey. This guide focuses on how to use a Lead form before a separate offer, or a current Service or Appointment journey when price is already defined.

Use the current public choices

Create Stack does not show a choice named Lead + payment. Use Service or Appointment when the buyer should provide contact details and then pay, or use Lead form when you must qualify the person before sending a separate offer.

Keep qualification and checkout honest

Ask only for details that affect fit, scope or preparation. If you cannot state a price before reviewing the enquiry, do not present the lead form as an immediate paid checkout.

Build the paid route when the offer is ready

For a defined Service or Appointment, set Free or Fixed amount, select the required fields and choose the correct post-payment outcome. Customer decides is Pro only.

Explain the hand-off

Tell the visitor whether they will receive a quote, a payment link, a booking calendar or a reply, and when. The success message should never imply payment when only a lead was captured.

Troubleshoot the wrong final screen

Review the selected action type, access mode and After success setting. A Lead form and a paid Service are separate public journeys even if they support the same sales process.

Example: Create a Lead Plus Payment Journey

Use a Lead form for a custom renovation enquiry, then send a separate Service offer after review; use Service directly when scope and price are already fixed.

If Create a Lead Plus Payment Journey is not working

If the success screen says payment completed after only a lead submission, correct the action type and success message immediately.

Confirm the result

  • Title, media, price, currency, fields and fulfilment details describe the same offer.
  • The selected access and delivery options match what happens next.
  • The signed-out mobile page shows the complete action without clipping.
  • Only a ready, available offer is public.

When to ask Selstack for help

Contact official Selstack support when the saved result, status or resolved identity still conflicts with the intended record after one refresh. Include the business, page, time, safe reference and visible message. Do not include passwords, OTPs, recovery codes, full card details, BVN, NIN or unmasked bank documents.

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Storefront and Products

Create an Appointment Offer

Set up the offer to set duration, availability, time-zone behaviour, meeting location and booking questions, then check the complete signed-out mobile journey before publishing.

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